Prepare data for data migration using "Configuration Packages"

If you have decided to migrate your data using the default Configuration Packages functionality and a rapidstart zip file, this article explains the steps for preparing the data transfer using the rapidstart zip file.

Export data from edoc archivelink for Dynamics 365 BC version 3 or earlier

You must first create a new configuration package in Dynamics 365 Business Central so that you can export the edoc archivelink table and the data content.

Here's how

1. Open your Dynamics 365 Business Central environment and search for the keyword Configuration Packages.

2. Click on the Configuration Packages entry to open the overview.

3. Click on New under Configuration Packages to create a new package.

4. Enter a unique and meaningful name in the General section under Code. Example: edocarchivelink (best practice: enter names for code without spaces).

5. Enter a meaningful name in the General section under Package name. Example: Data migration edoc archivelink.

6. Activate Exclude Config. Tables.

7. Go to the Tables section and enter the following table ID 89009.

8. Click on the number in the No. of Fields Included field to call up the View - Config. Package Fields overview.

9. Deactivate all fields in all records under Include Field with the exception of the following fields:

   1. Field ID 1, field name No.

   2. Field ID 2, field name Document Code

   3. Field ID 3, field name Repository Code

   4. Field ID 5, field name Primary Table

   5. Field ID 6, field name Primary Key

   6. Field ID 7, field name Status

   7. Field ID 19, field name ECM Document Id

   8. Field ID 20, field name Barcode

   9. Field ID 40, field name Page ID

10. Open the Export package entry to export the data package and save it locally.

11. After exporting, delete the configuration package from the overview to obtain a unique entry for the import.

Once you have uninstalled the data from version 3 or earlier, edit and convert the data in the next step.

Replace table IDs in the exported "rapidstart" file

Once you have exported the data from version 3 or earlier, unzip the exported file and replace the table IDs with the table IDs from version 4.

Use your zip program to create an archive file in gzip format.

Here's how

1. Unpack the exported rapidstart zip file on your local disk.

2. Open the unzipped file with an editor, e.g. Notepad++ and replace the following values with using search and replace:

   1. <TableID>89009</TableID> is replaced by <TableID>72290869</TableID>.

   2. <ECMDocumentStore> is replaced by <EdocECMDocumentEntry>.

   3. </ECMDocumentStore> is replaced by </EdocECMDocumentEntry>.

3. Save the file.

4. Use a zip program (e.g. 7-Zip) to create an archive file in gzip format.

5. Change the file extension of the new archive file from gz to rapidstart.

In the next step, import the rapidstart archive file as a configuration package into edoc archivelink version 4.

Import the prepared package into edoc archivelink version 4

To be able to use your configuration package in version 4, install the app file for edoc D365 BC archivelink and then import the prepared rapidstart file.

Install the edoc archivelink for Dynamics 365 BC version 4 app.

Here's how

1. Install the edoc archivelink for Dynamics 365 BC version 4 app.

2. Search for the keyword Configuration Packages.

3. Click Import package in the menu and select the prepared rapidstart file.

4. Click on the imported package in the overview to check the contents.

5. Click on Apply package.

The configuration has been applied.

If errors are displayed for the table, you must exclude all fields in the table from the check using the No. of Fields to Validate.

Here's how

1. Click on the number in the No. of Fields to Validate column for the incorrect record.

2. Click on Edit list in the menu.

3. Deactivate all entries in the Validate field column.

4. Repeat the steps for importing the configuration package (prepared rapidstart file).